Wealth manager, independent · Jeffersonville, IN
Oxinas Partners Wealth Management
Oxinas Partners, LLC · SEC-registered investment adviser · CRD 297462 · SEC 801-113877
At a glance
Oxinas Partners Wealth Management is an SEC-registered investment adviser based in Jeffersonville, Indiana, with $391 million in regulatory assets under management as of its Form ADV filed February 11, 2026. Its largest client group by assets is individuals, and it reports 708 individual clients. By Form ADV it is a wealth manager, ranked 3,563rd of 8,915 wealth managers and 8,904th of 17,210 SEC-registered advisers by assets.
Main office 812-725-8649oxinaspartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $391M
- Rank among wealth managers
- #3,563 of 8,915
- Rank among all SEC RIAs
- #8,904 of 17,210
- Rank in Indiana
- #75 of 146
- Individual clients
- 708
- High-net-worth clients
- 88
- Accounts
- 1,738
- Discretionary
- 99% of AUM
- Employees
- 8
- Advisory staff
- 6
- Offices
- 3
Owners and executives on its Form ADV
- Brian C. CoxonPartner and Financial Advisor
- Matthew T. WagnerPartner, Financial Advisor, and Chief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Oxinas Partners Wealth Management is a hybrid RIA: 3 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 620 | $178M | 45% |
| High-net-worth individuals | 88 | $172M | 44% |
| Pension and profit sharing plans | 38 | $35M | 9% |
| Corporations or other businesses | 8 | $3M | <1% |
| Charitable organizations | – | $3M | <1% |
Disciplinary disclosures
Oxinas Partners Wealth Management answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗oxinaspartners.com ↗
AtlasMembers
The full record on Oxinas Partners Wealth Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 6,082 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Oxinas Partners Wealth Management manage?
Oxinas Partners Wealth Management reports $391 million in regulatory assets under management across 1,738 accounts, 99% of it on a discretionary basis, on its Form ADV filed February 11, 2026.
What kind of firm is Oxinas Partners Wealth Management?
Oxinas Partners Wealth Management is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Oxinas Partners Wealth Management’s clients?
By assets, its largest client types are individuals ($178 million, 620 clients); high-net-worth individuals ($172 million, 88 clients); pension and profit sharing plans ($35 million, 38 clients).
Does Oxinas Partners Wealth Management have any disciplinary history?
Oxinas Partners Wealth Management answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Oxinas Partners Wealth Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-11), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →